Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
March 15, 2019
2019 Review of TSheets by QuickBooks
TSheets is a time tracking application well suited for small to mid-sized businesses of any type. While TSheets can also be used to track job and project hours, it works best as a straight-forward time tracking application. TSheets is completely web-based
March 15, 2019
2019 Review of Practice Engine Time and Billing
Practice Engine is a full-featured practice management application that offers excellent time and billing functionality. Completely browser-based, Practice Engine also includes complete practice management capability, including a Scheduler, Workflows/Job
March 14, 2019
Nonpologies? 4 Ways You Are Apologizing Wrong
All of us make mistakes. Acknowledging those mistakes while taking ownership demonstrates responsibility and maturity as a leader. Apologies allow us to build stronger, more trustworthy relationships with those around us.
March 14, 2019
New York Accounting Firm Launches Cannabis and Hemp Advisory Practice
The Cannabis and Hemp Advisory practice will provide counsel and support to existing businesses, start-ups, and ancillary service providers within the cannabis industry, especially in the areas of: tax planning; compliance with ...
March 14, 2019
How to Market Your Firm to Auto Repair Businesses
With over 175,000 mechanical automotive repair shops in the U.S., of which 60 percent are family-owned businesses[1], it may be a good market to expand your firm’s industry lines.
March 14, 2019
How to Make the Most of Virtual Meetings
The internet has brought many changes to our office work environment, and one of the most significant areas where I see firms not ready to meet client expectations is being ready to participate in effective virtual meetings. Virtual meeting platforms ...
March 14, 2019
AICPA News: April 2019
AICPA announces hiring of Kathy King as Senior Director Public Affairs, Advocacy & Media The American Institute of CPAs (AICPA) recently announced the hiring of Kathy King as senior director public affairs, advocacy and media. Kathy will work with the advocacy team in Washington D.C. to promote and defend the public and management accounting profession’s global public...…
March 14, 2019
1st Global Survey Shows Across-the-Board Increase in Advisor Satisfaction
Survey data shows that more than 97 percent of respondents are satisfied with the overall service and support 1st Global provides their firm and more than 97 percent of respondents stated they would recommend affiliating with 1st Global to another ...
March 14, 2019
Time Management in the Light of Day
I’m not a morning person. There’s nothing about getting up earlier than everyone else that would feel great to me. Instead of working by myself, in the dark, when it’s cold and lonely, I could be cozy asleep in my bed – now that would feel great!
March 14, 2019
Building Sincere Connection in the Workplace is More Valuable than Ever
Technology has made the modern work environment at once ultra-connected and increasingly lonely. In every profession, even if you work in a bustling office amid a clamor of people, the interpersonal disconnect we experience is a strange side-effect ...
March 13, 2019
Apps We Love: Weather Apps
It’s that time of year when we (at least those of us in the snowy states) eagerly look out the window each morning to check for signs of spring. Or, if we’re not looking out the window, we’re checking apps to see whether that groundhog made an ...
March 13, 2019
Takeaway: Role Models
No matter what generation you identify with, no matter your age, I want you to consider a thought exercise. Stop for a moment and think about where you are today in your life. Are you happy in your life? Do you enjoy your job? Are you surrounded by ...